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Daniel Ehrsam

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-26
TX RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 02/2025 Present
Capstone Logistics Chicago IL 08/2019 02/2025
Student Edwardsville IL 01/2015 08/2019
  • 02/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2019 → 02/2025
    Capstone Logistics
    Chicago, IL
  • 01/2015 → 08/2019
    Student
    Edwardsville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2025-05-05
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2025-05-05

View on SEC IAPD

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